AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Montana / Bozeman / High Country Stewardship

High Country Stewardship

Bozeman, MTState-registered investment adviserCRD 344104

Filed as HIGH COUNTRY STEWARDSHIP · Legal name High Country Stewardship LLC

High Country Stewardship is a state-registered investment advisory firm in Bozeman, MT, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

0 years
registered since 2026
$0
assets under management
2 arrangements
Percentage of assets, Hourly
None
disclosure items (Item 11)

Quick answers

From the filing

How is High Country Stewardship compensated?

On its Form ADV (Item 5.E, October 2026), High Country Stewardship reports these compensation arrangements: a percentage of assets under its management; hourly charges.

Where is High Country Stewardship located?

High Country Stewardship's principal office is in Bozeman, MT, according to its Form ADV.

Is High Country Stewardship registered with the SEC or a state?

High Country Stewardship is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 344104.

How much does High Country Stewardship manage?

High Country Stewardship reports $0 in regulatory assets under management in its Form ADV filing dated September 23, 2026.

Does High Country Stewardship report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/344104

What changed in High Country Stewardship's recent Form ADV filings?

In the October 2026 filing data: Newly registered with a state securities regulator.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$0

$0 as of October 2026, filing dated September 23, 2026.

Discretionary: $0.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D

Not reported.

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Registration and firm details

Items 1, 2, 5
Legal name
High Country Stewardship LLC
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2026 (0 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
MT

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. October 2026
    • Newly registered with a state securities regulator.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. High Country Stewardship (CRD 344104): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/high-country-stewardship-bozeman-mt-344104